PLANADVISER Weekend Newsdash
Week ending May 9th, 2016
NOTE FROM THE EDITOR
For most retirement plan advisers, building up a book of business is about much more than adding AUA. It’s also about getting involved in work that matters—building new relationships that will, over time, strengthen the retirement outcomes of real people. But retirement plan advisories are still businesses, with balance sheets and staffing needs like any other. This week our roundup offers practical tips, strategies and best practices for building a skilled and dedicated advisory team.
Editor's choice
Scouting for Recruits
Steve Cunha, founder of the retirement plan services department at Baystate Financial Services, has a particular sweet spot in mind when hiring new advisers: “I look for someone who’s been around long enough to know he wants to be in this business, to understand the overall picture, but not so long he’s accumulated bad habits.” Read more >
Fidelity Warns Advisers to Get Smart on Firm Value
A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value, leading to confusion and miscommunication during one-off events, such as an ownership transition, but also during the normal course of business.  Read more >
Recruiting Techniques That Work
We asked, you answered. How are you recruiting new advisers? Advisers took our survey and shared favorite questions, techniques and a few methods some peers may not have thought of. Read more >
Confidence Key to Advancing Female Advisers' Careers
At a February conference by Edward Jones for female advisers, nearly 80% of the attendees said confidence is among the biggest factors impacting leadership, success and fulfillment in a career. Half of those surveyed also say confidence is the single most important tool in career advancement. Read more >
Being a Millennial Financial Adviser
Those Millennials who are already working in the advisory industry are concentrated in firms that recognize that they need to add younger talent and are putting in effective processes to make that happen. Read more >
MOST POPULAR STORIES
Barnabas Health Latest to Settle ERISA Suit

A settlement has been struck in an ERISA lawsuit involving the New Jersey-based health care provider a little more than a year after a judge allowed the case to proceed past the defense’s motion to dismiss.

The Role of the 401(k) in Today’s Tight Labor Market

Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.

Excessive Fee ERISA Complaint Targets Cook Group

The large medical-device-manufacturing organization is facing familiar fiduciary breach allegations in federal court in Indiana.

Retirement Industry People Moves

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints surety leader in Canada; and more.

MITRE Corp. Faces Familiar ERISA Fiduciary Breach Allegations

Yet another employer has been sued by plaintiffs represented by the law firm Capozzi Adler.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850